Mortgage Broking and Financial Advice

NZDF has a long-running and transparent partnership with Become Wealth (formerly Milestone Direct) to provide Free Mortgage Broking and Discounted Financial Advice for NZDF members and their families. Unlike other advisers, Become Wealth are familiar with the needs of NZDF personnel and the range of circumstances you and your family may be in as a result of serving.

The advisers at Become Wealth understand the benefits offered to the whole Defence Community and can advise on other financial circumstances, such as change in posting, NZDF accommodation policies, and now-closed superannuation schemes.

Free and discounted fees

Free general advice is provided by phone or email about any NZDF investment products if the query can be solved in 30 minutes. Owing to the nature of this advice, it will usually not be personalised for individual circumstances. The non-NZDF cost is $575 per hour.

One-off financial advice plans are also available for people who require advice in any - or all - areas of their life. For members of the NZDF Community subsidised rates from as low as $977.50 are available. The non-NZDF cost is $3,000.

1. Free Mortgage Broking
- All NZDF members have access to free mortgage brokers who can assist in getting you a good deal.
- If you are buying a first home, Become Wealth mortgage brokers can assist you through the process and give you KiwiSaver advice.
- If you already own a home, Become Wealth can assist with re-financing, re-fixing, or re-structuring your existing mortgage to a better rate.
- Assistance is also on offer with property investments.
2. Discounted Financial Planning Services
The partnership between NZDF and Become Wealth ensures open book pricing, which is delivered at a heavily discounted and subsidised NZDF rate.
- A no-cost and no-obligation initial consult will quickly identify any areas of your financial life that can be improved upon.
- There are no standard first meetings. Sometimes clients will have precise ideas of what they want to achieve, and sometimes clients want to see how advisers may be able to help in general.
- After meeting, follow-up emails are sent with help in actioning any applications.
- A detailed financial plan is sometimes suggested by yourself or by the adviser. This is usually if your financial needs are quite complex or if you request detailed planning in any area.
- An ongoing relationship can be established to receive regular financial advice if you so choose.

Contact

Phone: 0508 Become Wealth (0508 232 663)
Website: https://www.become.nz/
Email: hello@become.nz

Mortgage Broking and Financial Advice

Free and discounted fees

1. Free Mortgage Broking

2. Discounted Financial Planning Services

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